---
title: Project Familiarisation
description: Familiarise yourself with projects in Intuety
---

[Skip to content](https://help.intuety.io/old-knowledge-base/project-familiarisation#main-content)

[Raise a support ticket](https://help.intuety.io/old-knowledge-base/kb-tickets/new?hsLang=en) [Manage Tickets](https://help.intuety.io/tickets?hsLang=en)

[![INTUETY\_LYRA\_FLAT\_TRANSPARENT\_V1-1](https://help.intuety.io/hs-fs/hubfs/INTUETY_LYRA_FLAT_TRANSPARENT_V1-1.png?width=100&height=95&name=INTUETY_LYRA_FLAT_TRANSPARENT_V1-1.png)](https://app.intuety.io/)

Open main navigation

Close main navigation

- [Raise a support ticket](https://help.intuety.io/old-knowledge-base/kb-tickets/new)
- [Manage Tickets](https://help.intuety.io/tickets)
- [Click here for the NEW knowledge base](https://help.intuety.io/v2-knowledge-base)

[Click here for the NEW knowledge base](https://help.intuety.io/v2-knowledge-base?hsLang=en)

 How can we help you today?

- There are no suggestions because the search field is empty.

1. [Old Intuety Knowledge Base](https://help.intuety.io/old-knowledge-base?hsLang=en)
2. [Helpful Guides](https://help.intuety.io/old-knowledge-base/helpful-guides?hsLang=en)

# Project Familiarisation

## Familiarise yourself with projects in Intuety

<iframe src="https://www.loom.com/embed/db1b6f4d769e4980b7a7aae230027cce?sid=bb8d4300-570b-4ab6-9c31-34c407667939" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

 

The **Project Dashboard** serves as a structured workspace where projects are categorized based on your company's predefined settings. Projects act as **folders** that help you systematically store, review, and update data, ensuring a **tidy and organized platform**.

**Project Visibility and Access:**

- You may see **multiple projects** in the dashboard, potentially from different companies, depending on access permissions.
- If a project is **shared with a client**, they may appear within your project list as well.
- The projects you actively **upload files to, review, or work on** will automatically move to the top of the list, ensuring the most relevant projects are easily accessible.
- You will always have access to other projects for **knowledge-sharing** and referencing previous risk assessments.

**Searching and Filtering Projects:**

To quickly find a specific project, use the **search and filter functionalities**:

- **Search Box** – Located at the top of the dashboard, this allows you to search by:
  
    - **Project Name** (e.g., “Solar” to find solar-related projects)
    - **Project Reference Code** (e.g., “TA-19” for direct reference lookup)
- **Filters** – Use filters to refine your project list:
  
    - **Filter by Company** – Narrow down projects based on associated companies.

**Need more help or resources? Visit:**  
[https://linktr.ee/intuety](https://linktr.ee/intuety)

- [General](https://help.intuety.io/old-knowledge-base/general?hsLang=en)
- [Intuety 101](https://help.intuety.io/old-knowledge-base/intuety-101?hsLang=en#main-content)

    - [Intuety 101 - Everything you need to get started.](https://help.intuety.io/old-knowledge-base/intuety-101?hsLang=en#intuety-101-everything-you-need-to-get-started)
    - [Extras - Further videos to deepen your understanding](https://help.intuety.io/old-knowledge-base/intuety-101?hsLang=en#extras-further-videos-to-deepen-your-understanding)
- [Helpful Guides](https://help.intuety.io/old-knowledge-base/helpful-guides?hsLang=en)
- [FAQs](https://help.intuety.io/old-knowledge-base/faqs?hsLang=en)
- [Administrators](https://help.intuety.io/old-knowledge-base/administrators?hsLang=en#main-content)

    - [Project Administration](https://help.intuety.io/old-knowledge-base/administrators?hsLang=en#project-administration)
    - [User administration](https://help.intuety.io/old-knowledge-base/administrators?hsLang=en#user-administration)

[![Chill listening crop-3](https://help.intuety.io/hs-fs/hubfs/INTUETY_LYRA_FLAT_TRANSPARENT_V1.png?width=55&height=55&name=INTUETY_LYRA_FLAT_TRANSPARENT_V1.png "Chill listening crop-3")](http://intuety.io)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, intuety.io